How can I help?
Create contract document from template
It’s easy to create new contract documents from a template.
How to create document from template:
- Find the contract where you want to create contract document from a template
- Open the contract front page
- Click on “Contracts” in the left menu
- Click “Edit” in the top right side of the section
- Click “Create from template”
- Select template in the “Templates” window
- Specify a file name for the new contract document
- Click “Open file” and browse the contract document
- Click “Add to contract”
* Note that contract metadata is used to enrich the template with information.
